Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

CrossBorder Capital an investment advisory firm specialising in macro-investing. Founded in 1996 with an international client base, CrossBorder focuses on monitoring and understanding global liquidity and capital flows. Our proprietary databases (available to clients) cover 80 countries in depth from 1980 onwards. We take a systematic quantitative methodology that uses this data with AI models to predict financial market movements. The efficacy of our data has been independently verified, and we have an associated but separate asset management division.

Cross-Asset Liquidity Strategist

Trade War/Huawei/GDP/Hong Kong/Macau Nasdaq

Global Equity Strategy: Stay on the Defensive

The Fed Throws in the Powell (Err Towel) ... QE4 Is Here!

Recession Watch: Fluctuating Trade War on the Verge of Tripping up the World Economy

Fed Response to Slowing US Growth Supports Risky Assets, but Profit Expectations Become Critical Too

Implementing Research Using Alt Data & AI

CrossBorder Capital

CrossBorder Capital is a London-based independent investment advisory firm. Founded in 1996, it exploits a gap in the investment arena by focusing on Central bank liquidity. 

It specialises in the monitoring and analysis of global liquidity flows - an important determinant of asset prices, from currencies through to bonds, equities and real estate.

CrossBorder Capital implements its investment strategy and currently manages over US$ 350m.


Macroeconomics

<ul>
<li>Global Liquidity has turned sharply higher</li>
<li>US Fed and ECB are driving a new QE4 (quantitative easing)</li>
<li>Bullish for risk assets, such as gold and DM equities</li>
<li>World economy likely close to an upward turning point</li>
<li>China is lagging. No evidence yet that PBoC is easing</li>
</ul>


Global Liquidity has turned sharply higher
US Fed and ECB are driving a new QE4 (quantitative easing)
Bullish for risk assets, such as gold and DM equities
World economy likely close to an upward turning point
China is lagging. No evidence yet that PBoC is easing


Global Liquidity Surges